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by mcdonaldsmwa | Jun 22, 2022 | Uncategorized
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Nate is a CERTIFIED FINANCIAL PLANNER™ professional.
Nate works with high-net-worth individuals, foundations and endowments to provide comprehensive wealth management solutions to help them meet their goals.
Prior to joining Mariner Wealth Advisors, he completed an internship at Deerfield Financial Advisors where he assisted senior wealth advisors with financial plans and investment research. Prior to that, he completed an internship at Johnson Investment Counsel where he gained exposure to investment strategies.
Nate has a Bachelor of Business Administration degree in finance from the University of Cincinnati.
Nate is involved with the Karen Wellington Foundation. He also enjoys playing golf and tennis and cheering on the Cincinnati Bengals and the Cincinnati Reds.
Keith is a CERTIFIED FINANCIAL PLANNER™ professional.
Keith provides financial planning and investment management to individuals, foundations and endowments. He works within our P&G advisory team and has experience in working with current, former and retired Procter & Gamble employees to walk through their benefits and develop a tax-efficient retirement paycheck. Prior to joining Mariner Wealth Advisors, Keith worked in various roles within the commercial banking world where he spent time working closely with individuals on their financial goals.
He has a bachelor’s degree in finance from the University of Dayton.
Keith is an active member of the community is a graduate of Cincy Next, Class 5. Outside of work, he enjoys spending time with his wife and can be found on the golf course on most weekends.
Director & Senior Wealth Advisor
BEST-IN-STATE
Patrick is a CERTIFIED FINANCIAL PLANNER™ professional.
With more than 15 years of investment and wealth planning experience, Patrick delivers broad-based wealth management services for high-net-worth individuals and families. He has experience working with the Procter & Gamble community and other Fortune 500 company executives and employees, where his knowledge of retirement plan distribution strategies, portfolio construction and stock option planning creates a tailored experience for his clients.
Prior to joining Mariner Wealth Advisors, he was a vice president and private banker with J.P. Morgan’s Private Bank high-net-worth office in Cincinnati serving on the executive wealth team. In this position, he worked alongside J.P. Morgan’s Retirement Plan Services Group. Patrick developed an understanding of various profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to help minimize taxes and reduce concentration risk. Previously, he was a vice president and banker at J.P. Morgan Chase’s Private Client Group in Chicago where he was responsible for investment relationships, customizing asset allocations, and he worked comprehensively, advising clients on investments and retirement, estate and tax planning.
He has a bachelor’s degree in business administration from The University of Florida.
In 2022, Patrick was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #113 in Ohio.
In his spare time, Patrick enjoys road biking, mountain biking, boating, waterskiing and watching his three kids’ sporting events.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for were published in April 2022, and were based on June 30th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.
National Managing Director, Wealth Consulting
Keith is a CERTIFIED FINANCIAL PLANNER™ professional.
Keith focuses on the client experience and developing associate talent at several of our locations. He is responsible for strategy and operational execution in these locations, as well as identifying and opening new offices. He also specializes in helping corporate executives and business owners navigate the various complexities that impact their families and long-term financial goals.
Prior to joining Mariner Wealth Advisors, Keith spent six years as a lead financial advisor at Capstone Financial Advisors. In that role, he advised clients through the financial planning process, including tax planning, wealth transfer strategies, small-business planning and investment management. While at Capstone, he became a partner and served on the firm’s management committee, where he helped direct strategy related to growth initiatives and new client acquisitions. Before serving as a lead financial advisor, Keith was a financial analyst at Capstone. He also completed a two-year internship as a financial analyst in the Public Finance Department at Robert W. Baird & Co.
Keith has a bachelor’s degree in accounting and finance from North Central College.
In 2021, Keith was named to Forbes’ Best-In-State Wealth Advisors list, ranking #39 in Illinois. In addition, Keith was ranked #15 on the Forbes 2020 Top Next-Gen Wealth Advisors list.
